MAKE THE DOCUMENT WORK FOR YOUR SITUATION
About this hold harmless & indemnity review draft
Negotiate a defined allocation of third-party claims with covered activities, fault limits, exclusions, defense procedures, insurance questions and review checkpoints. This editable template brings the key details into one document: activity, covered people & triggering claims, claim handling, defense & settlement, insurance and transaction checks, review, official forms & next steps. Complete it online, compare the live preview with your records, and download a blank or completed PDF or editable Word document.
What the template includes
The online builder and downloaded documents use the same fields. A selected state can add relevant research prompts. Complete only applicable items; add explanations for exceptions rather than assuming a blank entry resolves them.
Document details4 inputs +
Set the date, jurisdiction, and your internal reference.
- Document date *
- US state *
- County
- Document reference
People & organizations8 inputs +
Use legal names and current contact information.
- Party proposing indemnity legal name *
- Party proposing indemnity address *
- Party proposing indemnity email
- Party proposing indemnity phone
- Party receiving protection legal name *
- Party receiving protection address *
- Party receiving protection email
- Party receiving protection phone
Activity, covered people & triggering claims10 inputs +
Specify the actual work and claim type. A sweeping all-risk waiver is not a default.
- Covered activity or contract *
- Activity location *
- Proposed coverage begins
- Proposed coverage ends
- Specifically proposed protected people
- Proposed third-party claim types *
- Acts or omissions proposed to trigger indemnity *
- Proposed proportional fault allocation
- Excluded claim types and losses
- Fraud, intentional misconduct, prohibited liability shifts and other nonwaivable matters
Claim handling, defense & settlement9 inputs +
Indemnity, defense and release of one’s own claim are different obligations.
- Claim notice recipient and method *
- Information required with a claim tender
- Defense obligation proposed for legal review
- Counsel choice and conflict process
- Settlement consent and nonmonetary obligation limits
- Reasonable cooperation and expense handling
- Timing and proof of recoverable expenses
- Proposed monetary limit and exceptions
- Proposed survival period and review
Insurance and transaction checks7 inputs +
This document does not create insurance coverage.
- Existing insurance and broker confirmation
- Actual endorsements to obtain
- Workers compensation and employment exclusions
- Construction/public project anti-indemnity review
- Minor participant or guardian issues
- Negotiated consideration and mutual obligations
- Underlying contract and conflict rules
Review, official forms & next steps6 inputs +
Identify who will prepare the final document and which official requirements remain unresolved.
- Professional reviewer and contact
- Required official form or agency reference
- Unresolved questions
- Supporting documents and versions
- Action owners and deadlines
- Review date
How to complete it
1. Document details
Set the date, jurisdiction, and your internal reference. Review document date, us state, county, document reference against your source records.
2. People & organizations
Use legal names and current contact information. Review party proposing indemnity legal name, party proposing indemnity address, party proposing indemnity email, party proposing indemnity phone and the remaining details against your source records.
3. Activity, covered people & triggering claims
Specify the actual work and claim type. A sweeping all-risk waiver is not a default. Review covered activity or contract, activity location, proposed coverage begins, proposed coverage ends and the remaining details against your source records.
4. Claim handling, defense & settlement
Indemnity, defense and release of one’s own claim are different obligations. Review claim notice recipient and method, information required with a claim tender, defense obligation proposed for legal review, counsel choice and conflict process and the remaining details against your source records.
5. Insurance and transaction checks
This document does not create insurance coverage. Review existing insurance and broker confirmation, actual endorsements to obtain, workers compensation and employment exclusions, construction/public project anti-indemnity review and the remaining details against your source records.
6. Review, official forms & next steps
Identify who will prepare the final document and which official requirements remain unresolved. Review professional reviewer and contact, required official form or agency reference, unresolved questions, supporting documents and versions and the remaining details against your source records.
Practical tips
- Use a proportionate, specifically described scope as the negotiation starting point.
- Explain exclusions and settlement controls in plain terms.
- California Civil Code 1668 and 2782 illustrate restrictions; they are not a nationwide rule.
Before signing or submitting
This is an original preparation and professional-review draft. It is not an official state form, certified instrument, filing service, or assurance of enforceability. State and local requirements, required language, disclosures, signatures and delivery procedures must be checked before using a final document.